UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$388M
3
+$264M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$228M
5
AVGO icon
Broadcom
AVGO
+$220M

Top Sells

1
+$2.71B
2
+$526M
3
+$481M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$380M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$123M 0.04%
1,071,174
+48,927
352
$123M 0.04%
1,710,268
+239,185
353
$123M 0.04%
1,327,950
+35,340
354
$123M 0.04%
1,783,549
+182,214
355
$123M 0.04%
1,677,413
-51,034
356
$122M 0.04%
789,916
-170,622
357
$121M 0.04%
1,999,801
-54,202
358
$121M 0.04%
1,135,892
+205,294
359
$120M 0.04%
1,719,775
+25,555
360
$120M 0.04%
2,432,354
+159,310
361
$120M 0.04%
3,319,828
+45,536
362
$119M 0.04%
631,495
-24,409
363
$118M 0.04%
1,957,430
+57,606
364
$117M 0.04%
1,499,055
+229,716
365
$116M 0.04%
809,702
+36,968
366
$116M 0.04%
1,574,993
-169,511
367
$116M 0.04%
545,823
+543,825
368
$116M 0.04%
583,529
-2,879
369
$114M 0.04%
3,524,905
+237,071
370
$114M 0.04%
1,894,938
-216,078
371
$114M 0.04%
2,248,899
+320,542
372
$113M 0.04%
1,102,633
-117,808
373
$113M 0.04%
1,067,579
+36,755
374
$112M 0.04%
1,489,053
-182,938
375
$112M 0.04%
671,208
+77,582
13 14
15
16 17